Barry Investment Advisors, LLC

Q3 2025 13F Holdings

  • Location
    new bedford, MA
  • Num holdings

    107

  • Value ($000)

    $434,726

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001631639
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$41.18M
10 %

724,352

GDX
GDX

VANECK ETF TRUST

GOLD MINERS ETF
$40.46M
9 %

530,168

VYMI
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
$34.90M
8 %

412,170

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$34.11M
8 %

793,911

GUNR
GUNR

FLEXSHARES TR

MORNSTAR UPSTR
$20.06M
5 %

458,382

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$19.24M
4 %

209,707

EMLP
EMLP

FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY
$17.13M
4 %

447,457

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 HI
$17.05M
4 %

387,602

EWJ
EWJ

ISHARES INC

MSCI JPN ETF NEW
$16.33M
4 %

203,539

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$11.00M
3 %

203,062

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 107